Book Image

Salesforce Lightning Reporting and Dashboards

By : Johan Yu
Book Image

Salesforce Lightning Reporting and Dashboards

By: Johan Yu

Overview of this book

Built on the Salesforce App Cloud, the new Lightning Experience combines the new Lightning Design System, Lightning App Builder, and Lightning Components to enable anyone to quickly and easily create modern enterprise apps. The book will start with a gentle introduction to the basics of Salesforce reports and dashboards. It will also explain how to access reports in depth. Then you will learn how to create and manage reports, to use Schedule Report, and create advanced report configurations. The next section talks about dashboards and will enable you to understand and compare various types of dashboard component and how you can benefit the most from each of them. Then we move on to advanced topics and explain tips and tricks related to reports and dashboards, including reporting snapshots, report parameters, and collaboration. Finally, we will discuss how to access dashboards and reports from the Salesforce1 mobile app.
Table of Contents (13 chapters)

Reporting on historical data with Reporting Snapshots

Can we have a report on data trending in Salesforce? Does Salesforce only report current data? Field history tracking will store old and new values whenever value changes in fields are detected. But to use it for trending would be too difficult, unless you export the data to an external database and analyze it with live data--it will not include deleted data either (if any).

So, is there any other way to store historical data in Salesforce so that we can easily use it for reporting? Yes, if you are using Salesforce Enterprise Edition or later, you can configure Reporting Snapshot to store historical data.

The same as field tracking, do not expect the old historical data to be available before you configure the Reporting Snapshot. Only historical data for a specific Reporting Snapshot will be available after it has been properly...